Philosophy

Our Philosophy

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We believe it is not what we do that is unique—it is how we do it. Life’s circumstances may change, but our approach remains consistent. Properly positioning a client and family in life’s mainstream is the result of close and regular communications. Our years of experience help us know the right questions to ask and when to ask them. This is what has made us so successful at creating and growing the most valuable capital of all—human capital.

At Wellspring, we believe financial planning and investment counsel should be abundant and in continual supply. As an independent, fee-only advisor, we also believe in an open architecture system that assures that our advice and counsel is unbiased and always puts the client first.

By utilizing an interdisciplinary, holistic approach that focuses on the interaction of the three primary service areas, Family & Life Services, Personal Financial & Tax Management, and Investment Consulting, we feel we can be much more responsive to clients’ needs than by offering these same services on an unbundled basis.

Our focus is not limited to net worth and investment capital. We recognize the importance of human capital and our relationships are typically multigenerational in nature. At Wellspring, making sure our clients both live well and sleep well is more than a tagline. It is our constant focus and our passion and reason for being.

We appreciate your interest in our firm and would welcome the opportunity to share more regarding our philosophy and process.